Zola Suite Software


 

Zola Suite is a cloud-based legal practice management solution for single users as well as small and midsize law firms. Key features include task management, built-in email, document management, client portals, a calendar, contact management, automation and reporting and analytics.

The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar.

Zola Suite is able to integrate with users’ existing email accounts and automatically detect inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. The document management feature allows users to manage and store documents, control versions, comment on documents, email and tag files. It also provides a client portal for customers to collaborate, share documents and access billing information.

Zola Suite can be accessed via any device and native mobile applications are available for iOS and Android. The mobile application is capable of scanning documents and business cards.

 

Zola Suite - Activity log
 
  • Zola Suite - Activity log
    Activity log
  • Zola Suite - Billing
    Billing
  • Zola Suite - Dashboard
    Dashboard
  • Zola Suite - Manage contacts
    Manage contacts
  • Zola Suite - Text editors
    Text editors
  • Zola Suite - Time entry
    Time entry
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

46 Reviews of Zola Suite

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Evelyn from Mirer Mazzocchi Julien & Chickedantz, PLLC
Specialty: Employment
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

User Friendly!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It is easy to access and never really gives us any trouble.

Pros

I love that the product is user friendly and the e-mail integration makes it easy to keep track of cases.

Review Source
 
 
 
Showing 1-20 of 45

James from James McMahon, Attorney & Counselor at Law

December 2017

December 2017

A comprehensive system that meets all of my practice management needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to billing and receipt of payment. And, I don't have to worry about learning how to use another piece of software to manage my firm's books and trust account. The iOS app is fantastic and allows me to practice from any location where internet or cellular service is available. The system is easy to use and quite intuitive. Zola's knowledge base website and tutorial videos fill in any gaps on learning a few of the features that are less intuitive. Customer service has been very responsive on the two occasions I have contacted them. Overall, the more that I use Zola Suite, the more convinced I become about the wisdom of going with them for my law practice management system.

Cons

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then.

Review Source: Capterra
 

Sarah from Johnson Jackson LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Convenient online portal for legal document storage and security

Ease-of-use

Functionality

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Customer Support

Value for Money

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Convenient access to stored legal information.

Pros

I enjoy this software's ability to store masses of information all in one small, directed location of which I can easily access and refer to at a later date.

Cons

Software pages can sometimes be difficult to navigate. There also is difficulty in understanding where certain tools are and what other tools are supposed to be used for.

Review Source: Capterra
 

Michael from Michael F. Stake, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Zola Suite saves the client money and is the most efficient way to capture time that I know.

Ease-of-use

Functionality

Product Quality

Customer Support

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more efficient time billing for the client; less delay in accomplishing client based tasks.

Pros

What I like most is being able to go to the client profile regarding emails that I receive and reply to the client and the client is charged exactly for the time incurred. I am not required to enter a separate billing entry that wastes my time trying to track a 2 minute or 3 minute email response which seems to happen more and more.

Cons

Whether it is me or the software, I unintentionally close out of the software way too frequently. Perhaps the exit "button" should be located differently on the bar.

Review Source: Capterra
 

Kevin from Fairlie Law, LLC

November 2017

November 2017

I have a very positive opinion of Zola Suite. It has helped me manage my new firm quite well.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

I find it easy to use and self explanatory. The biggest benefit has been the ease of tracking my time and easily generating client invoices.

Cons

It's not unusual for the site to freeze on me or to run slow. I've had times where I lost an email I drafted because the system locked up and I ended up starting from scratch without it saving a draft of the email.

Review Source: Capterra
 

Scott from Berry Law Offices
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

We have been impressed with ZolaSuite after switching from using Amicus Attorney for over 10 years.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Quality
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Pros

The document management integration and email integration are extremely useful to allow our team to work remotely whether from home or court. I have also been extremely impressed by Zola's customer support as well as the constant innovations.

Cons

I wish Zola had a separate tab for phone messages and the ability to add multiple team members to events. Zola also limits the number of timers a team member can have up at a time to 5. This creates a problem if a person is working between more than five cases.

Review Source: Capterra
 

Jeffrey from Janssen Law, PLC

November 2017

November 2017

Very user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

Ease of use, everything is all in one spot, great features, incorporates with my other software (i.e. - LawPay)

Cons

There are frequent updates to roll out new features. Although this is a good thing, things changing frequently in the software can sometimes slow down processing time.

Review Source: Capterra
 

Kelly from Red Hill Law Group
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

I have used almost every legal software available. Zola is by far the most user friendly!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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Support

Time keeping is the biggest!

Pros

Zola customer service is prompt and very helpful. The software is user friendly and easy to navigate through. Time keeping and invoicing is very simple. We used to miss a lot of billable time not logging all emails, but with Zola once you open your email and select a matter the timer begins and is added to your matter time sheet when you click send! Zola seems to be updating their software often and offers new helpful features.

Cons

Caseway can use some work. Our clients find it difficult to set up their Caseway accounts. But it is constantly being improved with updates. The other, (although a minor issue) it would be nice to open attachments to view before downloading or saving to Zola docs.

Review Source: Capterra
 

Norma from Ortiz & Ortiz LLP

November 2017

November 2017

Very happy, after trying Clio and Smokeball

Ease-of-use

Functionality

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Customer Support

Value for Money

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Sometimes the email use is clunky, because it works off of our Outlook account. You still have to have email from an email provider.

Pros

Ease of use. The killer feature: ability to work from email. Emails can be converted to calendar events or tasks with the click of a button. Emails can be saved to cases. Accounting and billing integrated into app.

Review Source: Capterra
 

Michael R. from Morris & Morris, P.A.

November 2017

November 2017

Easy to use, comprehensive case management software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Greatly simplified my workflow- able to most of the practice-management tasks in one place and access it from anywhere I have an Internet connection.

Pros

Integrated e-mail. So far as I know, this is the only web-based case management software that natively handles e-mail. With other programs, you have to BCC e-mails to a special address to save them in relationship to a matter. With Zola, you simply choose from a drop-down menu.

Help is fantastic, both in the sense of solving particular problems and modifying the program as needs become apparent.

Cons

The basic accounting functions are present, but are the weakest part of the program. This is not going to be a replacement for a full-fledged accounting program like Quickbooks, but is adequate to the task of running small to medium firms.

Review Source: Capterra
 

Sheri from Tucker Legal Services, LLC

November 2017

November 2017

Need a manual to help with main features. It is good software, just not customer friendly at times

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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It does help me stay organized with time schedules, tasks to do, and client matters. It had good points, but is not very user friendly.

Pros

The software provides the ability to keep track of which area is bringing in more clients. Setting up the matters is a good function. Finally syncing the calendar with google is a plus (even if it did double everything at first..

Cons

Billing is difficult and does not integrate with bank accounts. Doubles the time. Also making corrections to information or adding information to the client matter is not easy and has no clear directions. Need a how-to manual.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: December 2017

December 2017

 

Hi Sheri,

Thank you for providing this feedback. Our team is currently in the process of creating a detailed user manual, but in the meantime you can access many instructional articles and videos by visiting our Help Center here: https://help.zolasuite.com/portal/home

We plan on releasing a live bank account feed by the end of Q4, so we will be sure to reach out to you once that update is live.

You can update Matter information at any time by going directly to that Matter and selecting the field you wish to edit.

Our Support team is available to answer any questions you may have, and go through our Billing features in more detail. We offer unlimited training, so feel free to reach out by phone or email.

Kind Regards,
Eileen Ehrlich
Client Success Manager

 


November 2017

November 2017

ZolaSuite has greatly increased efficiency in my practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The timekeeping and invoicing features have definitely streamlined our billing process and trust account record keeping.

Cons

There have been a few quirks we have noticed, but customer support is always there to helpsort anything out!

Review Source: Capterra
 

Michael from Justice Unlocked, Inc.

November 2017

November 2017

Great now, but with room to grow even greater.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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Pros

The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software.

Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out.

The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable.

Cons

There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed.

The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly.

I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance.

Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look.

Review Source: Capterra
 

Michael from MPJ Law Firm LLC

November 2017

November 2017

Zola Suite offers a great tool for my solo firm.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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Pros

It is simple to keep track of all documents, communication, and other necessary information in one place.

Cons

There are some functions that are not readily apparent; however, customer service has always responded and clarified anything questions within 2 hours.

Review Source: Capterra
 

Chris from Sevick Law PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Smart, Efficient, Focused

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Software is well designed and organized, allowing opening of a separate window for email so you can still draft email and view matters/calendar while working on the details of such in the email. Having the accounting "internal" for both trust & non trust accounts is a great help in not needing to use Quickbooks, then re-enter/log the checks, costs, details.

Cons

Would like to see a link from the Task to open a new Phone Call so I can take the "message" from task and in click or two have the Phone call option open, so I can assign to a matter & the timer starts for my call. Would save a few steps in cut/paste on returning calls.

Review Source: Capterra
 

Lee from Cobb Law PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

This software product is first class

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Pros

Ease of use.
Easy to train staff.
Intuitive.
This software works the way we work at our firm.
The mobile app is super easy to use.

Cons

I would like to have categories for the task functionality. I use the GTD method and I would like to have categories in order to set up next action lists.

Review Source: Capterra
 

Joe from Breshears Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
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Pros

The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. Everything about Zola suggests that this solution combines the ability to cover all of the usual practice management bases (calendar, tasks, time entry, etc) with the vision to develop and incorporate new, innovative features that will set new industry standards and to rethink how the ordinary can be done more efficiently. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution.

Cons

The process of sending an invoice could be streamlined, enabling the entire creation and delivery of the invoice from one screen (it requires a trip to the accounting tab to finish), and a send button would be nice, rather than the small share icon. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up.

Review Source: Capterra
 

Jerry L from Law Office of Jerry L. Garner
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Awesome experience. Very intuitive. Easy to use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Keeping all my data organized - and useable!

Pros

Ease of use. Simply: It thinks like I think! The layout (format) makes perfect sense to me. I quickly felt comfortable with the data entry/app navigation process.

Review Source: Capterra
 

Cammi from Johnson Jackson LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

I like Zola; however, I wish it didnt require so many clicks to navigate through

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Pros

I like the Zola is very user friendly and easy to use. I also like that the customer support responds in a very prompt manner.

Cons

I don't like that you have to click the matters tab every time you would like to switch matters you are working in. I would like Zola better if you could search new matters from anywhere on the website.

Review Source: Capterra

  Response: Zola Suite, Zola Media, LLC

Date: August 2017

August 2017

 

Hi Cammi,

Thank you for your feedback. I am glad to hear you are having a positive experience using Zola Suite.

Here are some tips for quickly navigating from Matter to Matter:
1) When in a Matter details page, you can click on the Matter name at the top of the page. You can then select another Matter to view from the drop down list.
2) you can navigate to a specific Matter from a different section of Zola Suite by using the universal search tool at the top of the screen.

Feel free to reach out to Support if there is anything at all we can assist with.

Kind Regards,
Eileen

 

Ahmed from M&A Law Firm, P.C.

July 2017

July 2017

I love the causeway app.

Ease-of-use

Functionality

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Pros

The Caseway Edge App is a big plus. It gives a good impression on clients. Secondly, the client portal is also great.

Cons

I wish it had more features that was real estate law specific. For instant dates that would go onto the calendar as deliverable dates and/or reminders.

Review Source: Capterra
 

Mindy from Yocum Law Office

June 2017

June 2017

Zola is everything I need to run my firm- all in one place.

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Quality
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Pros

I love that I am able to create forms; easily save emails and attachments to matters; and manage my billing and trust accounts - all without ever leaving Zola. I have tried other case management software- and this one is, by far, the most intuitive and easy to use.

Review Source: Capterra
 
 
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